HSBC Conservative Hybrid Fund vs Axis Regular Saver Fund compare
HSBC Conservative Hybrid Fund - Regular Growth
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹151 Cr | ₹273 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 24 Feb 2004 | 16 Jul 2010 |
| Category | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index | NIFTY 50 Hybrid Composite Debt 15:85 |
| Turn Over | 27% | 64.15% |
| Expense Ratio | 2.17 | 2.2 |
| Manager | Mahesh A Chhabria | Devang Shah |
| ISIN Code | INF336L01099 | INF846K01693 |
| Exits Load | Data not available./365 | Axis Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.33% | 0.85% |
| 6 Month | -0.7% | 1.92% |
| 1 Year | 2.09% | 5.75% |
| 3 Year | 9.26% | 7.3% |
| 5 Year | 7.81% | 7.01% |
SIP Return Analysis
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.77% | 1.77% |
| 1 Year | 3.16% | 7.12% |
| 3 Year | 8.19% | 7.57% |
| 5 Year | 8.13% | 6.96% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.11% | 7.33% |
| 3 Year | 8.49% | 7.32% |
| 5 Year | 8.84% | 7.84% |
Risk Management
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 4.64% | 3.83% |
| Sharp | 0.76% | 0.42% |
| Beta | 1.28% | 0.53% |
| Alpha | 0.39% | -1.09% |
Fund Managers
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Mahesh A Chhabria | Devang Shah |
| Total AUM | ₹15021 Cr | ₹60014 Cr |
| Funds Managed | 9 | 15 |
| HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HSBC Conservative Hybrid Fund - Regular Growth |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 80.66 | 79.81 |
| Large Cap | 8.55 | 18.82 |
| Mid Cap | 6.71 | 0.96 |
| Small Cap | 4.09 | 0.45 |
Sector Allocation
| Scheme Name |
HSBC Conservative Hybrid Fund - Regular Growth |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 80.13 | 79.81 |
| Industrials | 9.05 | - |
| Technology | 2.03 | - |
| Financial Services | 1.41 | - |
| Consumer Cyclical | 5.87 | - |
| Utilities | 0.53 | - |
| Healthcare | 0.02 | - |
| Real Estate | 0.98 | - |
| Petroleum Products | - | 2.09 |
| IT - Software | - | 2.12 |
| Construction | - | 1.12 |
| Banks | - | 6.26 |
| Diversified FMCG | - | 0.54 |
| Pharmaceuticals & Biotechnology | - | 1.5 |
| Auto Components | - | 0.33 |
| Automobiles | - | 0.58 |
| Finance | - | 1.85 |
| Food Products | - | 0.31 |
| Fertilizers & Agrochemicals | - | 0.9 |
| Consumer Durables | - | 0.34 |
| Telecom - Services | - | 0.86 |
| Insurance | - | 0.67 |
| Power | - | 0.76 |
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